A financial plan needs to be tailored to your individual needs. If you’re wondering where to start and how to build your personalized plan, Robert Curtiss’ wealth management pyramid approach could provide you with the guidance you need. In this episode, Robert reveals how he has helped his clients navigate the different stages of their …
Choosing your financial advisor out of the hundreds pushing their services can be daunting. What should you be looking for as a prospective client? In this episode, Robert Curtiss shares how he works with clients, from the first meeting to building long-standing relationships. Robert discusses the lessons he has learned from clients and other advisors …
Welcome to The Millionaire Next Door, a podcast designed to help successful wealth accumulators looking to transition to a work-optional lifestyle by helping you build strategies for growing and maintaining your wealth. In this inaugural podcast, meet Robert Curtiss, CFP®, AIF®, CWS®, a financial advisor with Signature Estate and Investment Advisors, LLC. Robert shares how …